- Equities
- Fixed Income
| Account Structure | Minimum to Open | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
| Account Structure | Minimum to Open | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
| Account Structure | Minimum to Open | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
| Account Structure | Minimum to Open | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
- Corporate
-
Account Structure Minimum to Open Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum - Partnerhship
-
Account Structure Minimum to Open Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum - Limited Liability Company
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Account Structure Minimum to Open Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum - Retirement Plans
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Account Structure Minimum to Open Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
Corporate
Employee retirement plans include 401(k) plans, 403(b) plans, employee stock ownership plans, and profit-sharing plans. A Simplified Employee Pension Plan (SEP) is a relatively uncomplicated retirement savings vehicle.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
| Account Structure | Minimum to Open | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Parntership
A Partnership account is established by an association of two or more persons who have an established partnership agreement to carry on, as co-owners, a business for profit. The accounts are not subject to taxation. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
| Account Structure | Minimum to Open | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Limited Liability Company
A Limited Liability account offers some of the most popular benefits of partnership and corporate accounts. It offers the pass through tax status of the partnerships, and the limited personal liability of corporations. The liability of the company and its owners is limited to their investment. Prime and Asset Management Accounts are managed by a Financial Adviser.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
| Account Structure | Minimum to Open | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Employee Retirement Plans
Employee retirement plans include 401(k) plans, 403(b) plans, employee stock ownership plans, and profit-sharing plans. A Simplified Employee Pension Plan (SEP) is a relatively uncomplicated retirement savings vehicle.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
| Account Structure | Minimum to Open | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
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